Thanks Tim, we were able to get it resolved Thursday. And thanks for the explanation, I wasn't really sure what had to be done or what caused the issue. And I wasn't sure who these people in the back office were but I couldn't help thinking to myself "just get up and go back there and talk to them!"...

Just a fare warning for those running Quickbooks Integrator.. We had this update done last Friday and it broke our integrator and rendered however it was previously syncing incompatible. We were told to contact "Back Office", whoever that is, to get some Accounting Link software installed. Did that,...

Thanks!

I had noticed in the past - if you are printing revisions when you have an invoice,repair order, or estimate on the main screen, the notes print. If you go to the revisions and print with out an invoice or estimate open the notes do not print. I just double checked to verify & that is still the way...

brianp87 wrote:I agree with the notes being on revisions but with a box to check for use.

There is the same "Print note on order." checkbox on the revision as on the live Est/RO/Inv side.

In that case I would like to make this an official enhancement request :D Not likely; flies in the face of the business rules (Revisions are not part of the live business architecture). Why would the Note not be presented from the Order screen? Could it be in Vehicle Memo? A main function of Revisi...

In that case I would like to make this an official enhancement request

Not sure if this is a technical issue or an enhancement request, as I'm not 100% sure how this was designed to work in the first place.... But we can't get the notes field to print on our estimates when they're a Revision even when "Print on Order" is checked. The revision has to be sold before the ...

We're going to try and start the initialing thing, but the issue we had yesterday was someone marked an invoice paid without collecting any money and posted it without printing a copy. It showed up on the end of day report, but there were no hard copies of anything to match it up to and the credit c...

They do. And I don't think so, but even if you could we don't want to unless it would allow us to track who is accepting the payments.. They're adults who've been here for years, they're just careless sometimes and want to give them a good shaming.

We are having an issue with our service writers accepting payments incorrectly and no one wants to admit anything. Is there a way to figure out which user/service writer accepted a specific payment?

That's pretty much how I did it, but did a canned job at -$50 for the latter. Offering discounts is something new to us

We're trying to setup a 10% off coupon with a $50 max discount. Any ideas?

Is there any documentation on exactly how this validation feature works? I want to require my service writers to at least have a phone number on every ticket written. I've clicked the "Required Marketing Information" option in Invoice Validations to see if this is my answer, but it does not save my ...

How do we remove shop supplies from a revision? Or can we?

Got it done, used the Auto Value/Bumper To Bumper catalog...

Any chance there's integration for XL Parts catalog?

I completely understand. No one ever seems to know or can remember doing anything unusual.

We have updated to 7.1.7.6 and are still having this issue. It is replacing one customer's info and with another. PLEASE HELP. Tech support has no clue. The only cause they can come up with is that the service writer is replacing the information manually, and this is NOT happening. My writers know b...

I'd like to see the driver name & # appear on our printed ROs & worksheets, as well as be displayed on the RO on screen.